Intel · 2026-01-22
Intel (INTC) Q4 2025 Earnings Release: Revenue was stable but guidance kept the turnaround bar low.
Fourth-quarter revenue was $13.7B, down 4% year over year; full-year revenue was $52.9B.; Q4 GAAP EPS was $(0.12) and non-GAAP EPS was $0.15.; Full-year GAAP EPS was $(0.06) and non-GAAP EPS was $0.42.; Q1 2026 guidance called for revenue of $11.7B to $12.7B and non-GAAP EPS of $0.00.
Fourth-quarter revenue was $13.7B, down 4% year over year; full-year revenue was $52.9B.
Q4 GAAP EPS was $(0.12) and non-GAAP EPS was $0.15.
Full-year GAAP EPS was $(0.06) and non-GAAP EPS was $0.42.
Q1 2026 guidance called for revenue of $11.7B to $12.7B and non-GAAP EPS of $0.00.
Reported data
INTC key reported figures
Fourth-quarter revenue was $13.7B, down 4% year over year; full-year revenue was $52.9B.
Flat full-year revenue showed stabilization, not a growth inflection.
Q4 GAAP EPS was $(0.12) and non-GAAP EPS was $0.15.
Profitability was still too thin for a confident re-rating.
Full-year GAAP EPS was $(0.06) and non-GAAP EPS was $0.42.
The full-year numbers kept the story tied to cost cuts and execution.
Q1 2026 guidance called for revenue of $11.7B to $12.7B and non-GAAP EPS of $0.00.
The guide lowered expectations before the later Q1 2026 beat.
Sources